Enterprise Journals Sample Task Flows
Functional Admin – Finance Controller
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Enables Enterprise Journals in the application
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Sets up the system:
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Configures Periods: Reviews the periods created from the platform
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Configures Journal Periods: Sets the Start Date, End Date, and Close Date
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Creates the connections and identifies the Targets
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Creates journal templates
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Adds new Attributes
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Links the Templates to the Targets and defines the mapping between template and target attributes
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Creates the Recurring Journals (in the templates)
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Deploys the Templates to an open Journal Collection Period
Preparer
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Opens the Journals from the Enterprise Journals list for preparation
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Submits the Journal for approval after the mandatory questions are answered
Preparer (Alternate flow using Worklist)
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From the Year / Period combination in the Announcement panel on the Home page, navigates to My Open tasks
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Opens the journal from the Worklist for preparation
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Submits the Journal for approval after the mandatory questions are answered
Approver
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Opens the journal from the Enterprise Journals list for approval
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Submits the Journal for posting. A job ID is returned and the Post process is monitored on the Jobs console under Non-Consolidation jobs
Approver (Alternate flow using Worklist)
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From the Year / Period combination in the Announcement panel on the Home page, navigates to My Open tasks
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Opens the journal from the Worklist for approval
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Submits the Journal for posting. A job ID is returned and the Post process is monitored on the Jobs console under Non-Consolidation jobs
Functional Admin – Finance Controller
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Logs in to view the progress of all 100 journals and other Ad-hoc journals created, if any
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Uses Dashboards and Reports for more visualization